Intricacies of Social Security
February 27, 2016
Social Security can be a complicated and overwhelming mess if you don’t understand all it’s ins and outs. For this show, Jim and Chris answer listeners’ questions on multiple SS topics including: filing restricted applications, spousal benefits and delayed retirement credits, the earnings test and adjustment at full retirement age, and filing and suspending benefits....
Listen NowSpecial Needs Trusts
February 20, 2016
What are special needs trusts? Why would someone need one? What are the best practices for establishing one? Special guest Jan Lord, an estate planning attorney specializing in elder law, joins Jim, Chris and Peter to discuss special needs trusts and estate planning considerations when a special needs child is involved....
Listen NowThe Top 7 Things That Surprised Retirement Experts When They Retired
February 13, 2016
Retirement can be downright complex, and even those who think they are ready for it can be surprised when they get into the thick of things. Jim, Chris and Justin discuss a Forbes article from June, 2015 that looks at the top 7 things that surprised retirement experts when they retired including Medicare, travel costs and actually spending (instead of saving) your money....
Listen NowQuestions Regarding the New Social Security Rules
February 6, 2016
Since the Budget Bill that was passed in November 2015 changed some Social Security claiming strategies, listeners have some questions: What exactly are the new changes to Social Security? If you were counting on the File and Suspend strategy but can’t use it now, are there any alternatives? And… Jim and Chris explain what Social Security “deemed filing” is....
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